How big is Foundation Group LLC's plan?

Foundation Group LLC's plan reported $376K in assets and 21 participants for 2024.

Original filing (PDF)20250630115622NAL0028723506001

Foundation Group LLC

Name: Foundation Group LLC — Form 5500 (2024)
Creator: Foundation Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Foundation Group LLC held $376K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

People on this filing

Shirley Horner signed Foundation Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Foundation Group LLC's EIN is 75-3094878.

EIN 75-3094878

Plan number 001

Plan year 2024

ACK ID 20250630115622NAL0028723506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foundation Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foundation Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOUNDATION GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off